QuickBooks Online (QBO) Training & Understanding Your Financials

4-Part Training Series

QuickBooks Online (QBO) Training & Understanding Your Financials

Understand your books. Trust your numbers. Run your business with confidence.

Led by CPAs and Certified QuickBooks Online ProAdvisors.

Series Details

Dates: August 12, 19, 26 & September 2

Time: Wednesdays, 4:00–5:15 PM

Location: 2452 Patterson Rd #200

Seats: Limited to 20 participants

$120 clients / $200 nonclients

A $1,000+ value.

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Who This Is For

Business Owners

Gain confidence in your numbers and make better decisions with cleaner books.

Bookkeepers

Strengthen your QuickBooks workflows and avoid common errors.

Controllers & Finance Teams

Improve reporting, cleanup processes, and financial visibility.

What You’ll Walk Away With

A better understanding of your financials

Cleaner, more reliable books

Reduced tax prep cleanup and cost

Confidence using QuickBooks Online correctly

A framework for when to DIY vs. ask for help

More tax-aware financial habits

Series Schedule

Session 1 · August 12

QBO Fundamentals — Getting the Basics Right

Instructor: Amanda Hardee, Certified QuickBooks Online ProAdvisor

Foundational workflows that prevent big problems later.

Chart of Accounts basics
Bank and credit card linking
Categorizing transactions correctly
Reconciliation basics
Invoicing, payments, and deposits
Common setup mistakes

Session 2 · August 19

QBO Reports — Understanding Your Financials

Instructors: Annie Chaptman, CPA, Certified QuickBooks Online ProAdvisor, along with Accountants Michael Blazzard & Brok Gladden

P&L, Balance Sheet, and what they actually mean for your business.

Running and customizing reports
Profit & Loss basics
Balance Sheet basics
Common financial red flags
Year-end readiness
Tax-season cleanup

Session 3 · August 26

QBO Common Pain Points

Instructor: Charlotte Price, Certified QuickBooks Online ProAdvisor

Fixing the issues that create messy books and tax-time stress.

Transfers between accounts
Credit card payments
Resolving reconciliation issues
Workflow errors
Owner and personal expenses
What to do when things are already wrong

Session 4 · September 2

Financials Deep Dive — Using Your Financials as a Tool

Instructor: Ken Palmer, CPA, ABV, CVA, MST, Partner

Move beyond compliance and use your numbers to make better business decisions.

Understanding business performance
Identifying trends and opportunities
Asking better financial questions
Using reports for planning
Direction on next steps

Why This Series Matters

Clean books lead to better decisions, better tax outcomes, and less stress. This series is designed to help you avoid common QuickBooks mistakes, reduce tax prep cleanup, and understand what your numbers are really telling you.

Pricing & Registration

Seats are limited to 20 participants.

A $1,000+ Training Value

$120 for clients

$200 for nonclients

Reserve your spot today and start building cleaner books, stronger financial habits, and more confidence in QuickBooks Online.

Frequently Asked Questions

Do I need QuickBooks experience?

Basic familiarity is helpful, but you do not need to be an expert.

Is this only for business owners?

No. It is also helpful for bookkeepers, controllers, office managers, and anyone involved in financial records.

Will there be Q&A?

Yes. Each session includes time for live Q&A.

What if my books are already messy?

This series will help you understand what commonly goes wrong, how to spot issues, and when to ask for help.

Will payroll be covered during this training series?

No. Payroll will not be covered in this 4-part series. Payroll is a topic of its own and deserves much more time than we have available. During these four sessions, we'll focus on the topics outlined in the course agenda and go as in-depth as possible.

Clean up your books. Understand your numbers. Feel confident in QBO.

Join us for this 4-part training series.

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